Understanding Today’s Financial Environment
Welcome, I’m Al Rosen, a financial consultant in Phoenix, Arizona. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (602) 222-5757.
Helpful Content
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.